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Work Background
ConfidentialExecutive Assistant
Jun. 2023• Manage owner/president-level calendars, emails, correspondence, and calls, prioritizing tasks
effectively.
• Schedule meetings and conduct zoom interviews.
• Handle credit card and operating expense reports.
• Handle back office duties as the front runner while owner/president would drop items in my lap and I would take off running as expected by him.
• Manage overseas service team for projects.
• Arrange travel accommodations for
owner/president.
• Create spreadsheets and documents based off pdf reports for owner/president.
• Manage bookkeeping and provide monthly
financial records/tax documents for CPA.
Insurance Agency Accounting & BookkeepingAccounting Associate
Jan. 2021Harwinton, Connecticut, United StatesMy responsibilities include paying invoices for operating expenses, recording bank, credit card and loan transactions. Recording commissions and customer payments, reconciling them and paying carrier invoices/statements for those agency bill policies. Entering in payroll and creating monthly financial reports, such as the Balance Sheet, Income Statement, Production Reports, and Analysis Reports for all of our clients. I currently service insurance agencies in Florida, Texas and Virginia.
Fleetwood Insurance GroupAccount Manager
Jul. 2016 - Dec. 2020Chestertown, Maryland, United States
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